• Model | Integrate AI | Visualize

Smarter models.
Automated workflows.
Total visibility.

Purpose-built bespoke solutions. Designed by a CPA, for CPAs.

INTEGRATIONS
YARDI
SAP
MRI
QuickBooks
PowerBI
Power Automate
Microsoft Co-Pilot

SOLUTIONS

What we deliver

Targeted tools for the highest-friction workflows in operations
and ERP management.

🏗️

Purpose Built Models

Plan with Confidence

Good decisions start with a clear picture of your business. We build structured Excel models that turn your assumptions into actionable plans — whether you're forecasting revenue, planning headcount, or stress-testing a new idea. Built to be used, not just presented.

See the flow →
⚙️

Agentic AI Integration

Automate the Grind

We build automation systems that take care of repetitive work — so your team can focus on what actually drives results. We deliver this through a combination of workflow automation tools (Power Automate, Python) and custom-built, agentic AI solutions tailored to your business.

See the flow →
📊

Dashboarding

Your Business at a Glance

If you're pulling reports manually or digging through spreadsheets to answer basic questions about your business, you're wasting hours you don't have. We build dashboards that give you a live view of the numbers that matter most — so the answers are always there when you need them.

See demo →

DEMO

See it in action

Click between demos to explore example work flows and dashboards.

Purpose Built Models — Financial Forecast Pipeline 📊 Excel-Native
Input
🎯
Scoping
Define drivers, goals & constraints
Revenue Profit
Action
🏗️
Design Model
Structured Excel, traceable, auditable
Built by a CPA
Action
🔍
Validate & Audit
In-depth testing phase, tie-outs, iterate feedback from client
Action
📐
Scenario Analysis
Base / upside / downside scenario planning
Output
📋
Client Handoff
Decision-ready deliverable ready to be updated by client going forward
📊 Example Model Build Log — F27 Revenue Forecast
1
Captured revenue assumptions across 3 product lines — growth rates, pricing, churn, and seasonal adjustments
2
Built 3-statement model in Excel — P&L, Balance Sheet, and Cash Flow fully linked with named ranges and audit trail
3
Added 3 stress-test scenarios: base, upside, downside — all driven from a single assumptions tab, no hardcoded values
4
Delivered annotated Excel model with executive summary tab and variance commentary — ready for board review
3 scenarios
Base, upside & downside
4.2h
Saved vs. manual build
100%
Formula audit trail
Model types: Revenue Forecast Headcount Plan Cash Flow 3-Statement Stress Test
Example 1:  Process Automation — Trial Balance Consolidation Pipeline
Trigger
📅
Month-End Schedule
Last business day of the month
Action
📥
Ingest Trial Balances
Yardi MRI
Action
🔄
Clean & Map to ERP
Normalize COA, remap accounts
Action
🧮
Consolidate Entities
Eliminations & roll-up
Output
📊
Financial Reports
P&L + Balance Sheet
8
Entities consolidated
3.4h
Saved vs. manual close
100%
Debit / credit tie-out
Example 2: System Automation — Month-End Journal Entry Pipeline
🤖 AI-Powered
Trigger
📅
Month-End Schedule
Last business day of the month
Action
🏦
Auto Download Statements
Bank portal — all accounts
AI Agent
🤖
Analyze Transactions
Categorize all transactions
AI Agent
🏷️
Classify JEs
Auto classify recurring; flag unusual for input
Output
📤
Dump into ERP Input Template
Ready for review & import into ERP
🤖 Agent Reasoning Trace — April Month-End Run
1
Logged into bank portal and downloaded statements for all corporate bank accounts — April 30
2
Analyzed 100 transactions — identified 85 routine journal entries eligible for auto-classification
3
Classified: recurring transfers, bank service fees, wire transfer fees, interest.
4
Generated ERP JE input template with entries, GL codes, and cost centre allocations. Flags unrecognized transactions — ready for review & import
85
Journal entries auto-classified
2h
Hours saved vs manual
85%
GL mapping automation
Connects to: Bank Portal Your ERP
ABOUT
Smiling man wearing a dark blue suit, white shirt, and patterned tie against a plain gray background.
Jake Boyack, CPA, CBV
Founder
CPA
CBV
FP&A
Python
AI Automation
Built by a CPA.

Jake is a finance transformation leader with over a decade of experience spanning Big Four audit, public companies, and private asset managers in both FP&A and reporting roles. He has built his career at the intersection of finance and technology, developing the models, processes, and systems that enable organizations to make better decisions, operate more efficiently, and scale with confidence.

Jake started Sightline Financial Consulting to bring that same rigour to businesses that need it most: organizations that are growing, evolving, or simply ready to work smarter. If your financial processes feel like a black box, or your models aren't giving you the confidence to make decisions — that's exactly the problem Sightline is here to solve.

CONTACT US
GET STARTED
See what we can automate for your team.

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